Personal Lines Account Executive

Irvine, California
Not Specified
Feb 07, 2024
Apr 07, 2024
Job Type
Not Specified
Career Level
Not Specified

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Personal Lines Account Executive for our Team in Irvine, CA!

Major Purpose: Under the supervision of the Operations Leader, will perform duties requiring a high degree of technical expertise. This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field. This position is characterized by the exercise of discretion and independent judgment in organizing, scheduling and performing the work generated by the portion of the book of business you have been assigned to. Responsible for day-to-day direction of Account Administrators.

Essential Duties and Functions

1. Quoting and Sales of High Net Worth and Ultra High Net Worth accounts

2. Proficient Knowledge and understanding of the HNW and UHNW Client needs and exposures

3. Onsite client visits

4. Work and meet with the members of the client's team:

  • CPA's
  • Wealth Advisors
  • Trust Attorneys
  • Real Estate and Mortgage Brokers
  • Family Office Representatives
  • Art Advisors
  • Jewelry Advisors

5. Prepare Stewardship Reports

6. Prepare and Lead Renewal Meetings

7. Make coverage recommendations as indicated

8. Continued and extensive knowledge of all unique exposures of the HNW and UHNW client:

  • Aviation
  • Yacht
  • Equine
  • Farm
  • EPLI
  • Risk Management

9. Provides guidance regarding the operation and workflow of support unit in accordance with Brown & Brown policies and procedures

10. Makes decisions on technical problems encountered by account administrators; assists in training and provides support to new account administrators

11. Performs all clerical duties related to coverage including processing of endorsements; checks policies and endorsements for agreement with initial application or request; invoices agency bill renewals, endorsements, and policies

12. Sets up client files; performs required file maintenance; maintains various suspense systems and conducts follow-ups when appropriate, including premium follow-up in accordance with Brown & Brown standard procedures

13. Contacts client by phone, or written correspondence; screens incoming correspondence and acts on it as required

14. Informs Operations Manager of unusual activity on any accounts, handles routine incoming calls; answers questions regarding client coverage and limits for Claims Department

15. Markets new and/or renewal business, compares quotes and conducts rate comparisons and makes recommendations regarding placement of business; Contacts client by phone, or written correspondence; screens incoming correspondence and acts on it as required

16. Performs client service calls on accounts

17. Provides training to new producers

18. Any other job related duties as may be assigned.


1. Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

2. Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

3. Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

4. Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

5. Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.

6. Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

7. Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

8. Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.


1. 2 years experience with High Net Worth accounts

2. High School Diploma

3. Proficient with MS Office Suite

4. Exceptional telephone demeanor

5. Active P&C License


1. Bachelor's

2. 5 years' experience in a similar position

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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